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Portfolio (Quarterly) Guide ↗

SATURNA CAPITAL CORP

· CIK 0001316617
13F Portfolio $7.1B AUM 148 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 36 Added 59 Reduced 12 Exited
Page 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SNN Smith & Nephew plc ADS Healthcare 12,303.0 $391K 0.01% +1K +10.1% $31.78 -4.0%
122 NXPI NXP Semiconductors Technology 1,979.0 $390K 0.01% -900.0 -31.3% $196.86 +53.9%
123 CB Chubb Financial Services 1,170.0 $381K 0.01% -2K -63.1% $325.93 +0.9%
124 FSS Federal Signal Industrials 3,341.0 $361K 0.01% $108.14 +4.2%
125 ISRG Intuitive Surgical Healthcare 768.0 $354K 0.01% -15.0 -1.9% $460.99 -9.5%
126 SITM SITIME CORP COM Technology 1,020.0 $352K 0.01% +10.0 +1.0% $345.35 +98.3%
127 PANW Palo Alto Networks Inc. Technology 2,183.0 $350K 0.01% -401.0 -15.5% $160.32 +74.6%
128 CSW Industrials, Inc. 1,313.0 $342K 0.01% -2K -56.8% $260.58
129 BMI Badger Meter Technology 2,233.0 $340K 0.01% $152.35 -11.1%
130 SKM SK Telecom ADR Communication Services 11,000.0 $322K 0.01% $29.29 +26.0%
131 SAN Banco Santander ADS Financial Services 26,000.0 $290K 0.00% -9K -26.6% $11.16 +19.9%
132 RYN Rayonier Real Estate 14,074.0 $290K 0.00% NEW $20.62 +3.4%
133 DOX Amdocs Technology 4,200.0 $274K 0.00% NEW $65.26 -14.2%
134 GLW Corning Technology 2,000.0 $272K 0.00% NEW $135.97 +30.5%
135 ITRI Itron Technology 3,000.0 $269K 0.00% -4K -57.1% $89.63 -9.5%
136 XOM Exxon Mobil Energy 1,584.0 $269K 0.00% NEW $169.66 -16.9%
137 WY Weyerhaeuser Real Estate 10,990.0 $268K 0.00% $24.43 +0.9%
138 TD Toronto-Dominion Bank Financial Services 2,850.0 $266K 0.00% $93.31 +26.7%
139 STX Seagate Technology Holdings PLC Technology 667.0 $261K 0.00% -144.0 -17.8% $391.76 +163.3%
140 NTRS Northern Trust Financial Services 1,667.0 $233K 0.00% $139.57 +25.3%
Page 7 of 8  ·  148 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.6%
Healthcare 16.8%
Industrials 16.1%
Consumer Cyclical 7.1%
Communication Services 5.9%
Consumer Defensive 3.1%
Basic Materials 2.0%
Financial Services 0.1%
Real Estate 0.1%
Energy 0.1%